Full List of Resources
Petty Cash Fund Request Form
Use this form to request a petty cash fund.
Last Updated: February 7, 2022
Petty Cash Log
Petty Cash Reimbursement & Reconciliation Form
This form a Petty cash reimbursement/reconciliation Excel spreadsheet.
Last Updated: January 11, 2021
Petty Cash/Change Fund Change of Custodian Form
Use this form to request a change to the custodian for petty cash or change fund.
Last Updated: February 7, 2022
Petty Cash/Change Fund Procedures
Procedures for Petty Cash and Change Fund at UNC Charlotte.
Last Updated: February 7, 2022
Petty Cash/Change Fund Training
Petty Cash/Change Fund Policy and Procedures
Last Updated: February 7, 2022
Pilferable Assets Template
Purpose: This template is an example of how to maintain important information about assets that are at risk of theft. Examples of pilferable assets that each department shall maintain include laptops, computers, data projectors and other pilferable assets costing between $1,000 and $5,000.
Contact: fixedassets@charlotte.edu
Last updated: April 22, 2024
Pressing Need or Emergency Purchase Justification Form
Purpose: Use this form when you have an immediate need to purchase something due to unforeseen causes.
Last Updated: June 29, 2021
Procedures for Other Payments to a Foreign National
Describes procedures for other payments to a foreign national.
Last Updated: November 13, 2014
Procedures for Scholarship/Fellowship Payment to a Foreign National
Purpose: Describes how to process scholarship and fellowship payments made to a foreign national person. Examples of these types of payment may include but are not limited to the following: qualified scholarships for tuition; nonqualified scholarships for living expenses; travel award.
Contact Email: taxoffice@uncc.edu
Last Updated: April 28, 2023
Promotional items vendor list
Purpose: Below is a list of vendors UNC Charlotte has contracted with for promotional items. Reach out to them directly to obtain a quote.
| Vendor Name | Contact Name | Contact email |
|---|---|---|
| 4Imprint | Matt Dahm | Edu@4imprint.com |
| Action Plus | Alicia Rhodes | alicia@actionplusideas.com |
| Blink Marketing | Jenny McIntyre | jenny@blinkmarketing.com |
| Club Colors | Alexis Bittner | abittner@clubcolors.com |
| Promo Logic | Angie Johnson | angie.johnson@promologicllc.com |
Contact Email: purchasing@charlotte.edu
Last Updated: August 13, 2024
Purchase Order Review
Purpose: Review open Purchase Order Encumbrances in Banner.
Last Updated: November 13, 2014
Purchase Order Terms & Conditions
Purpose: To provide Purchase Order terms and conditions.
Last Updated: January 11, 2021
Purchasing Agent Departmental Listing
Purpose: This file contains a table of purchasing agents by level 5 organizational code.
Contact Email: purchasing@charlotte.edu
Last Updated: August 1, 2024
Purchasing Card Application eForm – New
Purchasing Card Application eForm
Purpose: Use this eform to request a new p-card, e.g., if you are a new employee or transfer to a different department and your new position requires the use of a p-card. Use your UNC Charlotte login credentials to access this eform. View these FAQs for more information on the p-card eform.
Contact Email: purchasingcard@charlotte.edu
Last Updated: October 5, 2021
Purchasing Card eForm – Close
Purpose: Use this eform to close an existing p-card account, e.g., if an employee transfers to another department, has terminated employment, the card is no longer used, or if card use is not in compliance with policy and supporting procedures. Use your UNC Charlotte login credentials to access this eForm. View these FAQs for more information on the p-card eForm.
Contact Email: purchasingcard@charlotte.edu
Last Updated: October 5, 2021
Purchasing Card Manual
Purpose: Provides general Information and detailed procedures for card issuance and card processes, purchasing guidelines and documentation requirements.
Last Updated: August 8, 2024
Purchasing Card Program Training
Purpose: To provide the purchasing card accountholder, reconciler and approver roles user training workshop registration information and the related presentation.
Register for this one-hour virtual P-card user training session by logging into the University’s Learning and Development Portal. Once logged into the Portal, select Learning > Learner Home. Enter “p-card” in the search box and tap the enter key. Select the p-card result to view all available sessions and register. For additional Portal details, please reference the Learning and Development FAQs.
Contact Email: purchasingcard@charlotte.edu
Last Updated: July 31, 2023